BA - Lafayette College
Austin joined Opus Investment Management in 2020 as a Research Analyst in our Credit Research Group. His assignments include coverage of the Consumer Discretionary, Basic Materials, and Transportation sectors. Prior to joining Opus, Austin was a Credit Research Analyst at SunTrust Robinson Humphrey covering the Midstream and Utility sectors.
MBA - Boston University
BA - Franklin & Marshall College
As President, Ann oversees the entire Opus Investment Management staff, all research and portfolio management activities, and Opus' Investment Strategy Group. She has oversight over a broad range of sectors, from Investment Grade Fixed Income to Alternatives through direct investment by Opus or third-party managers. Ann is also Chief Investment Officer for The Hanover Insurance Group, Inc. ("THG"), the parent company of Opus, as well as the company's operating subsidiaries. She is a member of The Hanover's benefits committee which provides oversight of the Investment Strategies and manager selection for multiple company retirement plans. Ann is also the Investment Officer of The Hanover Insurance Group Foundation. She serves on boards and sub-committees of area non-profit organizations, including Fallon Community Health Plan and the Health Foundation of Central Massachusetts.
BA - University of Delaware
Kevin joined Opus Investment Management in 2017 and leads the sales and marketing efforts. He has over fifteen years of industry experience, thirteen of those years have been within business development. Prior to joining Opus, Kevin was with Symmetry Partners as an Advisor Services Consultant and worked in Business Development roles with F-Squared, MetLife & Travelers Life & Annuity.
MPA - University of Connecticut
BA - Southern Connecticut State University
Simon joined Opus Investment Management in 2017. He is primarily responsible for helping manage various client portfolios, within the short and intermediate duration strategies. He is also responsible for research and trading of the municipal bond sector and the asset-backed securities sector. Prior to joining Opus, Simon was employed with the State of Florida, Division of Treasury as a short duration portfolio manager, and prior to that at HIMCO as a municipal bond analyst.
Anne is a Portfolio Analyst in the performance and compliance area of Opus. She began her career at Opus Investment Management as a Commercial Mortgage Associate. In 2000, she assumed the responsibility of Trading Assistant before taking on the role of Portfolio Administrator in 2005.
BS - University of Connecticut
Bill joined Opus Investment Management in 2007 as an Assistant Portfolio Manager and currently holds the position of Vice President, Co-Head of Portfolio Management. In this capacity, he provides oversight of Opus’ client portfolios as well as Opus’ sales and marketing efforts. Bill’s portfolio management responsibilities include the Investment Grade Core, Intermediate Broad Market, and Short Broad Market strategies. He has experience partnering with a variety of account types, including insurance companies and pension funds. Prior to joining Opus, Bill was employed with Genworth Financial as an Asset Liability Analyst within their Institutional Markets Group where he was focused on identifying risk mismatches in their portfolio.
BS - Gannon University
Brian joined Opus Investment Management in 2015. He leads our structured products team and is jointly responsible for the development and management of investment strategy, relative value and total return points of view related to the securitized bond market. As part of his individual research responsibilities, he covers Residential Mortgage Backed Securities and Agency Mortgages. Prior to joining Opus, Mr. Duke was a Credit Analyst and Assistant Portfolio Manager at Erie Insurance Group. He has also worked in equity research at Andor Capital Management, Citigroup, and Sanford C. Bernstein.
BBA - Baruch College/City University of New York
Mr. Situ joined Opus Investment Management in 2012 as a Senior Research Analyst in our Credit Research group. His research assignments include the Energy and Utility sectors. Prior to joining Opus, Mr. Situ's experiences include Mitsubishi UFJ where he covered several sectors including energy and utilities, Moody's Investors Service where he completed a credit training program and developed his utilities/power background, Grotevant Research Partners where he provided independent research throughout the capital structure, and Deutsche Bank where he began his career as an equity Research Associate.
BS - Framingham State University
Chris joined Opus Investment Management in 2006 as a Portfolio Administrator and is currently serving as a Client Reporting Analyst where he is responsible for developing and distributing reporting for our clients in support of the portfolio management team. Prior to joining Opus, he worked in mutual fund servicing as a Fund Accountant and Fund Administrator.
MBA - Boston University
BS - Springfield College
John joined Opus Investment Management in 2010 as an Analyst on the Corporate Research Team. He currently oversees research responsibility for the Consumer Non-Cyclical, Healthcare, Pharmaceutical and Insurance sectors across both investment grade and high yield markets. John was also previously responsible for strategy, research and trading of our municipal bond portfolio. In addition to his professional responsibilities, John remains an active volunteer with Big Brothers Big Sisters of Central Mass/Metrowest and serves on the investment committee of the YMCA of Central Massachusetts.
BS Finance & Economics - Bryant University
Andrew joined Opus Investment Management in 2020 as a Research Analyst on the Structured Research Team. His assignments include coverage of the Consumer Asset-Backed Securities (ABS) Sector. Andrew is a graduate of Bryant University where he was an equity and fixed income portfolio manager for the Bryant University Archway Investment Fund.
BS - Merrimack College
Bartholomew joined Opus Investment Management in 2019 as a Portfolio Administrator. He graduated from Merrimack College in May of 2019 where he earned a Bachelor of Science in Business Administration with a double concentration in Corporate Finance & Investments, and International Business. At Merrimack, he was a senior analyst for the school’s Investment Fund, and he also served on the Student Government Association.
Karen joined Opus Investment Management in 1988 and has held positions including Trading Associate, and Administrative Assistant to the President and staff. Most recently, she also assumed the role of Senior Portfolio Administrator to our clients.
MBA - University of Connecticut
BA - Colby College
Lindsay joined Opus Investment Management in 2008 as a Financial Analyst and was a member of The Hanover Insurance Group's Financial Leadership Program. She currently holds the position of Vice President, Co-Head of Portfolio Management. Lindsay’s portfolio management responsibilities include both fixed income and equity strategies. She oversees management of The Hanover’s general account assets and is a member of The Hanover's benefits committee which provides oversight of the investment strategies and manager selection for multiple company retirement plans. She serves on the investment committee of the EcoTarium and will begin a three-year term as a Community Member on the investment committee of The Health Foundation of Central Massachusetts in 2020.
MBA - Nichols College
BS - Worcester State University
Lynne joined Opus Investment Management in 2017 and manages the operational infrastructure of systems and processes as well as the firm’s client service teams. Previously with The Hanover Insurance Group, Lynne has held a variety of roles including management of the Investment Accounting team responsible for Statutory reporting for over ten years.
MBA - Boston College
BS - Boston University
Mr. Dang joined Opus Investment Management in 2014 as a Research Analyst in our Credit Research group. His research assignments include coverage of the Consumer, Communications and Technology sectors. Prior to joining Opus, Mr. Dang served on the risk management team at Loomis Sayles.
BA – Bay Path University
Courtney joined Opus Investment Management in 2019. As an Assistant Portfolio Manager, she is responsible for management of investment grade fixed income portfolios within the short and intermediate duration strategies. Prior to joining Opus, Courtney worked for The Hanover Insurance Group as a Financial Analyst. Her prior experience includes investment due diligence, data analytics, and process optimization. Courtney is pursuing a Master’s degree in Financial Management with a concentration in Investment Analysis from Boston University.
BA – University of Toledo
Jacquelyn joined Opus Investment Management as a Portfolio Manager in 2019. She is principally responsible for managing client portfolios with an intermediate duration strategy. Prior to joining Opus, Jacquelyn was a credit analyst with 1919 Investment Counsel where she was responsible for covering the investment grade corporate bond universe, while also managing intermediate client portfolios. Jacquelyn began her career as an Associate Portfolio Manager with Fifth Third Asset Management’s short duration team.
MBA - Bryant University
BS - University of Massachusetts
Mike joined Opus Investment Management in 2000. He leads our Credit Research Group and is jointly responsible for the development and management of investment strategy, relative value and total return points of view related to the corporate bond market. As part of his individual research responsibilities, Michael covers Financial Institutions and Non-Corporates (Sovereigns, Foreign Local Governments, Foreign Agencies and Supranationals). Additionally, he serves on our parent company's Enterprise Risk Management Group and Financial Counterparty Credit Committee.
BA - Clark University
Mr. Rose joined Opus Investment Management in 2003 as a Trading Associate responsible for back-office settlements and short term cash investing. He was elevated to Assistant Portfolio Manager in 2008 and lead portfolio manager in 2014 and is currently a Vice President within the portfolio management team. In his current capacity he is part of the team responsible for the management of a number of insurance portfolios and strategies including investment grade core, intermediate broad market, short broad market and capital preservation.
MS - Regis University
BS - Clark University
Michael joined Opus Investment Management in 2000 as a Senior Investment Systems Analyst. He specializes in database development and data warehousing. Prior to joining Opus, Michael was with UMASS Medical School.
Scott joined Opus Investment Management in 2020 as a Senior Research Analyst on our structured products team. He is primarily responsible for research and trading in the Agency Residential Mortgage-Backed Securities market. Prior to joining Opus, Scott was employed with CYS Investments, Inc., a publicly traded Agency Mortgage Real Estate Investment Trust as a member of the investment team focused on Agency RMBS, liability management, and interest rate risk and volatility hedging. Scott began his career at State Street Global Advisors supporting the fixed income trading desk and portfolio managers.
BS - Western New England University
Rene joined Opus Investment Management in 1986. He is responsible for the commercial mortgage and real estate investments which includes the analysis and monitoring of all structured commercial mortgage and real estate products, including commercial mortgage-backed securities, tax credit investments, REITS and direct commercial mortgages.
MBA - Boston University
BS - Boston College
Rich joined Opus Investment Management in 1995 and is currently head of Trading and Portfolio Management. In his current capacity, he leads the Intermediate Broad Market Strategy and manages numerous insurance general account portfolios. In addition, Rich maintains primary oversight of the entire municipal bond sector. He also serves on the Investment Committees of the YMCA of Central Massachusetts and the EcoTarium.
MBA - University of North Carolina
BS ChE - University of Massachusetts
Scott joined Opus Investment Management in 1987. He leads the credit and securitized research function within Opus and oversees investment activities in the public high yield, public equity and private capital markets. He is directly responsible for the management of public high yield assets and private capital fund investments.
MBA - Babson College
BS - Keuka College
Susan joined Opus Investment Management in 2005 as a Portfolio Analyst for mortgages and is currently the Manager of Investment Performance. She is responsible for portfolio performance and attribution, as well as portfolio compliance. Prior to joining Opus, Susan worked in the Claims division of The Hanover Insurance Group, Inc. ("THG"), the parent company of Opus.
MBA - New York University
MA - University of Sussex, UK
BS - Chinese University of Hong Kong
Karen joined Opus Investment Management in 2019 and covers structured products in investment research. Prior to joining Opus, Karen worked in investment research and portfolio management at Credit Suisse, Evergreen Investments, Citadel and HSBC.